Navigate to the /RoleManager URL then click the Roles menu. You need to have a System Admin access to access this page. On this page, you can:
- Create a new role;
- Edit or delete an existing role.
Maintain the basic information
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- Name and description of the role;
- Optionally, select the email template for the role. The selected template will be used to insert a section abount about this role in the emails sent to the user.
Maintain claims assigned to the role
- Use Select the filter to find the claim to add to the role;. Use the functional area filter to narrow the list of claims.
- At the current assignment list, remove the claim assigned.
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- Setting up the default assignment rule is optional;
- The role can either be assigned to all new users or be assigned to users in the specified user groups;
- Assign to users in user groups only applies to users imported from an external authentication provider that supports user group, e.g. AD.
Maintain users assigned to the role
This is one of the two methods to assign role to users. The other method is by editing the user account.
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